See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,877 | $99,020+93.8% | $86,590+121.6% | $147,584+30.0% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 23.06% | 1312.34%-1289.3pp | 964.84%-941.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $1,737 | $3,132-44.5% | $2,839-38.8% | $4,876-64.4% |
| Participant deferral / active EE | $10,726 | $3,972+170.0% | $3,609+197.2% | $5,439+97.2% |
| Admin fee / account holder | $4,131 | $5,710-27.7% | $4,906-15.8% | $10,885-62.1% |